Purchases and Sales Made in Q4 2023 in Vanguard Sht Trm Inflt Prot Fd (VTIP)
This table provides information about the institutional ownership of Vanguard Sht Trm Inflt Prot Fd (VTIP) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD SHT TRM INFLT-PROT FD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.34K- 9.48% |
$62.7K - $64.6K
|
12.8K
$626K
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.49K- 0.94% |
$69.4K - $71.5K
|
157K
$7.68M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.51K- 51.45% |
$70.5K - $72.7K
|
1.43K
$69.6K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.53K- 9.31% |
$71.6K - $73.7K
|
14.9K
$729K
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.6K- 0.43% |
$74.8K - $77K
|
369K
$18M
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 10.94% |
$77K - $79.3K
|
13.4K
$656K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.68K- 1.67% |
$78.6K - $80.9K
|
99K
$4.83M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.75K- 28.77% |
$81.6K - $84.1K
|
4.33K
$211K
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.78K- 23.42% |
$83.1K - $85.6K
|
5.81K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.79K- 1.9% |
$83.6K - $86.1K
|
92.2K
$4.5M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.79K- 1.9% |
$83.6K - $86.1K
|
92.2K
$4.5M
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.81K- 15.71% |
$84.5K - $87K
|
9.71K
$474K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.84K- 10.34% |
$86.1K - $88.7K
|
16K
$780K
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.85K- 8.55% |
$86.4K - $89K
|
19.8K
$966K
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.85K- 6.81% |
$86.6K - $89.2K
|
25.4K
$1.24M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.87K- 1.06% |
$87.4K - $90K
|
174K
$8.52M
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2K- 16.35% |
$93.4K - $96.2K
|
10.2K
$500K
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.13K- 2.85% |
$99.5K - $102K
|
72.6K
$3.55M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2.18K- 11.35% |
$102K - $105K
|
17K
$831K
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 14.1% |
$103K - $106K
|
13.4K
$654K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.25K- 21.56% |
$105K - $108K
|
8.2K
$400K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.27K- 18.67% |
$106K - $109K
|
9.9K
$483K
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.32K- 11.44% |
$108K - $111K
|
17.9K
$876K
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.37K- 4.14% |
$111K - $114K
|
54.9K
$2.68M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.44K- 2.99% |
$114K - $117K
|
79.1K
$3.86M
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.47K- 2.86% |
$115K - $119K
|
83.7K
$4.09M
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.51K- 5.33% |
$117K - $121K
|
44.6K
$2.18M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 16.25% |
$119K - $123K
|
13.2K
$644K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.59K- 13.11% |
$121K - $125K
|
17.2K
$839K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.61K- 6.93% |
$122K - $125K
|
35K
$1.71M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.78K- 25.98% |
$130K - $134K
|
7.91K
$386K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.83K- 8.46% |
$132K - $136K
|
30.6K
$1.5M
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.85K- 3.09% |
$133K - $137K
|
89.1K
$4.35M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.88K- 39.78% |
$134K - $138K
|
4.36K
$213K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.97K- 15.99% |
$139K - $143K
|
15.6K
$762K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.08K- 7.97% |
$144K - $148K
|
35.6K
$1.74M
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.3K- 2.26% |
$154K - $159K
|
142K
$6.96M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.45K- 44.64% |
$161K - $166K
|
4.28K
$209K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.49K- 27.97% |
$163K - $168K
|
8.98K
$438K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 9.21% |
$166K - $171K
|
35.1K
$1.71M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.65K- 33.06% |
$170K - $175K
|
7.38K
$360K
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-3.71K- 46.67% |
$173K - $179K
|
4.24K
$207K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.79K- 6.73% |
$177K - $182K
|
52.5K
$2.56M
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.85K- 6.98% |
$180K - $185K
|
51.3K
$2.51M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.12K- 25.42% |
$192K - $198K
|
12.1K
$590K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.14K- 49.4% |
$193K - $199K
|
4.24K
$207K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.19K- 14.96% |
$196K - $201K
|
23.8K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.3K- 87.83% |
$201K - $207K
|
596
$29.1K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.4K- 4.66% |
$206K - $212K
|
90.1K
$4.4M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.42K- 20.83% |
$206K - $212K
|
16.8K
$819K
|